Title: How to Succeed in Selling and Gifting Your Business Without Really Crying!

Presenters: Carí Jackson Lewis

Date: August 30, 2022

Time: 1:00 to 2:00 p.m. EST

Business owners who are considering retiring and selling their businesses have three big issues to consider. First, they will often have a low basis in their business, and after 20, 30, or even 40 years of appreciation, capital gains taxes are enough to make any business owner cry! Second, business owners who have spent the majority of their working lives building wealth and supporting their extended families (research shows that this particularly applies to African-American, Latinx or Asian-American entrepreneurs) may be concerned about their retirement income and their capacity to continue caring for their loved ones after the business sale. Finally, with the prospect of retirement looming on the horizon, how can these motivated and charitable go-getters keep their “second act” exciting, fulfilling and purposeful? In this session, learn how charitable gift planners can dry their potential donors’ tax tears and help them select charitable vehicles that accomplish their financial, familial, social and charitable goals. By listening closely to business owners and working collaboratively with their other trusted advisors, charitable gift planners can facilitate the sale of the business, provide the seller with a stream of income and assist the seller in establishing a family legacy of philanthropy.

Comments from 2021 CGP Conference Attendees:

  • "Cari did a phenomenal job of reviewing and revealing...through her interactive questions, recommended resources, and specific examples, she was able to keep my attention, bring knowledge I have to the forefront of my mind, teach me some new concepts, and encourage me to generate new ideas/perspectives on how to approach my clients who may be selling their businesses soon."
  • "Most interesting presentation I've attended so far."

Carí Jackson Lewis

Carí Jackson Lewis is a nonprofit, tax and philanthropy strategist and a seasoned trusts and estates lawyer with over 20 years of experience in estate, tax and charitable gift planning across diverse, international and domestic settings. Carí works with individuals and families, private foundations, businesses and allied advisors to facilitate income, estate, and capital gains tax minimization and business exit/succession planning goals through the establishment of sophisticated charitable giving vehicles. She also assists nonprofit staff in establishing and administering planned giving and legacy society programs, donor prospecting and stewardship programs, and special events. Passionate about justice, equity, diversity, access, inclusion and belonging, Carí uses racial and social justice lenses to create connections and build relationships between nonprofits - including and especially BIPOC (Black, Indigenous and People of Color)-led and BIPOC-serving nonprofit organizations - and donors in the private, public and philanthropic sectors. A member of the New York State Bar, Carí is also a member of Delta Sigma Theta Sorority, Inc., the Los Angeles Estate Planning Council (LAECP), the Society of Trusts and Estates Practitioners Los Angeles (STEP LA), the Black Alumni of Dartmouth Association, the Women of Dartmouth Los Angeles, the African American Development Officers Network (AADO), Women of Color in Fundraising and Philanthropy (WOC), and the Association of Fundraising Professionals - Greater Los Angeles Chapter. Carí serves as the Chair of the 2022 Western Regional Planned Giving Conference and as a Board Member of the Los Angeles Council of Charitable Gift Planners. She earned her Bachelor Degree (A.B.) at Dartmouth College in Hanover, New Hampshire, her Juris Doctor (J.D.) at Fordham University School of Law in New York, her Masters of Laws (LL.M.) in Taxation (with distinction) from Loyola Law School of Los Angeles, and she is a Certified Specialist in Planned Giving (CSPG), as awarded by the American Institute of Philanthropic Services. Carí, her husband Preston Kevin Lewis, their three wonderful children, Carson, Faith and Jackson, and their rescue pup Harry Potter Lewis, live in Los Angeles.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.


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Date of Event: 
Tuesday, August 30, 2022 - 13:00